Principle Wealth Partners’s PJT Partners PJT Stock Holding History

Principle Wealth Partners’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$491K	Buy	3,514 +9	+0.3%	+$1.42K	0.03%	242
2025 Q4	$586K	Hold	3,505	–	–	0.03%	224
2025 Q3	$623K	Buy	3,505 +20	+0.6%	+$3.6K	0.04%	207
2025 Q2	$575K	Hold	3,485	–	–	0.04%	220
2025 Q1	$481K	Hold	3,485	–	–	0.03%	230
2024 Q4	$550K	Hold	3,485	–	–	0.04%	212
2024 Q3	$465K	Buy	3,485 +302	+9%	+$36.9K	0.03%	236
2024 Q2	$344K	Buy	3,183 +28	+0.9%	+$2.81K	0.03%	262
2024 Q1	$297K	Hold	3,155	–	–	0.02%	277
2023 Q4	$321K	Hold	3,155	–	–	0.03%	261
2023 Q3	$251K	Hold	3,155	–	–	0.03%	279
2023 Q2	$220K	Hold	3,155	–	–	0.02%	307
2023 Q1	$228K	Buy	+3,155	New	+$242K	0.02%	297
2022 Q1	–	Sell	-2,712	Closed	-$201K	–	326
2021 Q4	$201K	Hold	2,712	–	–	0.02%	316
2021 Q3	$215K	Buy	+2,712	New	+$208K	0.02%	298
2021 Q1	–	Sell	-2,712	Closed	-$204K	–	289
2020 Q4	$204K	Buy	+2,712	New	+$191K	0.03%	265
2020 Q3	–	Sell	-100	Closed	-$5K	–	354
2020 Q2	$5K	Buy	+100	New	+$4.93K	﹤0.01%	438

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return